NASDAQ$NYAX

Nayax Ltd · Q2 2026 earnings

Q2 2026 earnings ·

Briefing

Nayax Ltd reported strong Q2 2026 results with 28% revenue growth to $122.6 million and adjusted EBITDA of $14.1 million.

Nayax Ltd announced its financial results for the second quarter ended June 30, 2026, showing revenue of $122.6 million, up 28.2% year-over-year. The company posted a net loss of $10.1 million primarily due to elevated stock-based compensation, while adjusted EBITDA reached $14.1 million. Key operational metrics improved, including total transaction value of $2.1 billion and customer base growth to 125,400.

  • Revenue grew 28.2% YoY to $122.6 million, with recurring revenue up 24% to $87.7 million.
  • Net loss of $10.1 million versus prior year net income, driven by $12.4 million in stock-based compensation.
  • Adjusted EBITDA increased to $14.1 million; total transaction value rose 29.1% to $2.1 billion.
  • Reaffirmed full-year 2026 revenue guidance of $510-520 million and adjusted EBITDA of $85-90 million.

Headline financials

Total Revenue

$123M

Previous: $95.60+128242577.8%
EPS (adj)

$0.14

Previous: $30.00-99.5%
Total Transaction Value

$2.1B

No prior period
Processed Transactions

0

No prior period
Customers

125.4K

No prior period
Adjusted EBITDA

$14.1M

No prior period
Net Income

-$10.1M

Previous: $11.70-86324886.3%
Operating Income

-$6.7M

No prior period
Gross Profit

$57.5M

No prior period

Revenue & EPS history

Nayax Ltd · Revenue · Quarterly

$123M

Q2 2026+128,242,577.8%vs Q2 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

Nayax Ltd · $123M total across 3 segments · Q2 2026

  • Payment Processing Fees
    $53.9M
  • POS Devices Revenue
    $34.9M
  • SaaS Revenue
    $33.8M

Forward guidance

Reaffirmed full year 2026 revenue guidance of $510-520 million and Adjusted EBITDA of $85-90 million; free cash flow conversion guidance revised to 5-10%.

Tailwinds

  • Strong organic growth trajectory continuing
  • Installed base surpassed 1.55 million devices

Headwinds

  • Free cash flow conversion guidance lowered
  • Accelerated expenses expected in Q3 from Brazil amendment

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 9 quarterly earnings reports

Historical avg

-0.9%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-1.9%

Avg return

30 days after

44%

4 / 9 earnings

Positive

+9.4%

Q3 2025

Best reaction

-9.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q3 2025+9.4%+17.1%+16.7%
Q2 2025-1.7%+5.4%+15.7%
Q4 2025-1.5%-3.5%-5.0%
Q3 2024-9.8%-2.0%-8.0%
Q2 2024+6.1%+6.1%+18.0%
Q1 2024-6.9%-16.7%-21.7%
Q4 2024+0.4%+0.3%-6.2%
Q4 2023+1.1%-0.5%-6.2%
Q3 2022-5.2%-12.1%-20.9%

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